Investing for a Sustainable Future

Investing for a Sustainable Future – preserving your largest assets in the climate crisis era.

About this Event

What’s at stake for your future? Have you thought about how the climate crisis may impact your life? How about the two largest assets in your life: your home, your investments? Often overlooked, your most valued assets may be at risk due to the climate crisis.

“Climate change is happening, humans are causing it, and I think this is perhaps the most serious environmental issue facing us.” – Bill Nye.

So take charge and feel empowered. Learn strategies to fight climate change while preparing yourself for its impacts. This is risk management for the future.

Sustainne’s Business members, whose mission is to unite, nurture and grow a community dedicated to sustainable living, have teamed up to provide the community with a unique opportunity to discuss our changing world. Learn how best to respond to it while enjoying a sustainable wine tasting. Join TecKnow, Envest Asset Management at the TecKnow Pod in Westport, CT on Wednesday, November 13th at 7:00 pm for small bites and wine tasting.

Hear from TecKnow, a smart living solutions company, and Envest Asset Management, a private wealth manager, on how to prepare your two largest assets for the climate crisis. Using next generation green energy products for your home or business, TecKnow is creating sustainable whole home ecosystems that provide convenience and are energy efficient. Envest Asset Management augments portfolios to incorporate the use of environmental, social and governance metrics for future financial and environmental stability by aligning your investments to your ethics.

What You’ll Learn:

  • A deeper understanding of why sustainability matters and what it means
  • Integrated, cutting edge, simple technologies for your home
  • How to increase energy efficiency, decrease expenses, decrease carbon footprint
  • Programs to help incorporate cost effective home energy efficient improvements
  • Who is making sustainable investment products that can be used for individuals and businesses
  • How to augment investment portfolios that align with your values and ethics, and consider long-term economics

Admission:

FREE to all; however, must be at least 21 to attend. Sustainable wine tasting will be provided.

Location:

TecKnow Pod: 12 Elm St, Westport, CT 06880

Schedule:

  • 7:00 – 7:20 pm – Networking
  • 7:20 – 7:35 pm – Smart, secure, sustainable home demo
  • 7:35 – 7:50 pm – Sustainable Investment options
  • 7:50 – 8:20 pm – Q&A
  • 8:30 – 9:00 pm – Networking/Adjourn

About:

Phil Levieff, Founder, TecKnow

Phil is the visionary founder and CEO of TecKnow. He maintains not only the technical expertise that serves as the backbone of the firm, but 20+ years’ experience selling holistic interoperable software and service-based solutions at ADP. Phil progressed from a small-town sales associate to an established Global Sales Manager creating a solid sales channel to the private equity industry. In his various roles, he was responsible for getting a foot in the door, meeting executives and establishing long-term relationships, as well as having intensive knowledge of ADP’s technology suite including data privacy practices, total cost of ownership studies, predictive analytics and service platforms. This experience has proven indispensable as Phil leads the company of a TecKnow forward with his leadership and technical focus.

Phil has a BS in Communications and Media from Northeastern University. He is part of the leadership of the EV Club of Connecticut, a member of the Sustainable Fairfield Taskforce and is an avid musician.

James Osborn, Founder, Envest Asset Management

James has dedicated his entire career to industries that advance sustainability through environmental, social and governance (“ESG”) issues and sustainable, responsible, impact investing (“SRI”). After working for institutions as an environmental engineer, an investment banker in social infrastructure, a clean energy banker, and, most recently, a clean energy investor in the private equity space, he started Envest Asset Management, LLC (“EAM”). As a grassroots effort to increase sustainable practices and investing to individuals, families, businesses, and non-profits.

Outside of work he is an active board member on two non-profit boards: the Ridgefield Education Foundation (“REF”) in Ridgefield, CT, and the Woodcock Nature Center in Wilton, CT. James holds a BSE in Chemical Engineering from Villanova University and his MBA from the Simon School of Business at the University of Rochester.

FAQs

Are there ID or minimum age requirements to enter the event?

This is a private event. Must have a ticket and must be at least 21 to enter the event.

How can I contact the organizer with any questions?

Please feel free to contact info@tecknow.me with any questions.

What if I can’t attend?

Space is limited. Kindly email info@tecknow.me for any cancellations

Envest Asset Management, LLC (“EAM”) is a registered investment adviser offering advisory services in the State(s) of CT and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EAM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EAM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Envest Asset Management, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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